Human Investing’s Northwest Natural Holdings NWN Stock Holding History

Human Investing’s Portfolio NWN Stock Details NWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-113	Closed	-$4.47K	–	195
2024 Q4	$4.47K	Buy	+113	New	+$4.61K	﹤0.01%	232
2021 Q2	–	Sell	-113	Closed	-$6K	–	231
2021 Q1	$6K	Hold	113	–	–	﹤0.01%	251
2020 Q4	$5K	Hold	113	–	–	﹤0.01%	251
2020 Q3	$5K	Hold	113	–	–	﹤0.01%	250
2020 Q2	$6K	Hold	113	–	–	﹤0.01%	246
2020 Q1	$7K	Hold	113	–	–	﹤0.01%	236
2019 Q4	$8K	Hold	113	–	–	﹤0.01%	293
2019 Q3	$8K	Hold	113	–	–	﹤0.01%	285
2019 Q2	$8K	Hold	113	–	–	﹤0.01%	285
2019 Q1	$7K	Hold	113	–	–	﹤0.01%	275
2018 Q4	$7K	Buy	+113	New	+$7.55K	﹤0.01%	288

Other funds holding NWN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Human Investing's NWN Position: Q1 2025 in Review

Human Investing sold out of Northwest Natural Holdings (NWN) in Q1 2025, closing a stake of 113 shares — an estimated $4.47K sold.

Human Investing first reported a position in NWN in Q4 2018 and held it in 11 quarters. The position peaked at $8K in Q4 2019. 280 funds tracked by Wall St. Rank hold NWN as of Q1 2025.

Human Investing reported no remaining Northwest Natural Holdings position as of Q1 2025 after selling out during the quarter.
Human Investing sold 113 Northwest Natural Holdings shares in Q1 2025, an estimated $4.47K.
Human Investing first reported a position in Northwest Natural Holdings in Q4 2018 and held it in 11 quarters.
Human Investing's Northwest Natural Holdings position peaked at $8K in Q4 2019.
280 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q1 2025.

Based on Human Investing's 13F filing for Q1 2025, filed 15 May 2025.